Who sponsors the Americas Credit Union, A Federal Credit Union 401(K) Savings Plan?

Americas Credit Union, A Federal Credit Union 401(K) Savings Plan is reported as sponsored by America'S Credit Union, A Federal Credit Union (EIN 91-0620623, plan number 002) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Americas Credit Union, A Federal Credit Union 401(K) Savings Plan?

The latest Form 5500 filing year loaded for Americas Credit Union, A Federal Credit Union 401(K) Savings Plan is 2023.

How many participants does Americas Credit Union, A Federal Credit Union 401(K) Savings Plan report?

Americas Credit Union, A Federal Credit Union 401(K) Savings Plan reports 308 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Americas Credit Union, A Federal Credit Union 401(K) Savings Plan?

Americas Credit Union, A Federal Credit Union 401(K) Savings Plan reports $12,615,253 in end-of-year plan assets in its latest loaded Form 5500 filing.

Americas Credit Union, A Federal Credit Union 401(K) Savings Plan — Form 5500 plan (America'S Credit Union, A Federal Credit Union)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Americas Credit Union, A Federal Credit Union 401(K) Savings Plan is a benefit plan reported by America'S Credit Union, A Federal Credit Union under EIN 91-0620623 and plan number 002. The latest loaded filing year is 2023. The filing reports 308 participants and $12,615,253 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$12.6MPlan net assets, end of year$12,576,822

Participants308Covered participants reported

Assets / participant$41KComputed: assets ÷ participants$40,959 (computed)

Provider compensation$32.8K4 Schedule C provider row(s)$32,805

Plan sponsor: America'S Credit Union, A Federal Credit Union
EIN: 91-0620623
Plan number: 002
Plan type: 2
Location: Dupont, WA
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	308	H, C	20241003102439NAL0004784259001

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$12.6M total assets

Net assets$12.6MLiabilities$38.4K

Money in vs. money out

Total income / additions$3.9M

Total expenses$1.7M

Benefits paid / distributions$1.7M

Contributions

Employer$1.1M

Participant$697.6K

Full reported line items

Net assets

Total assets (EOY): $12,615,253
Total liabilities (EOY): $38,431
Net assets (EOY): $12,576,822
Net assets (BOY): $10,392,421

Income & contributions

Employer contributions: $1,128,033
Participant contributions: $697,627
Total contributions: $2,315,415
Total income / additions: $3,913,050

Expenses & distributions

Benefits paid: $1,698,993
Administrative expenses: $29,656
Total expenses: $1,728,649
Net increase / (decrease): $2,184,401

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

62%38%

Employer 62%Participant 38%

Total expenses ÷ net assets14%Computed ratio

Benefits paid ÷ total income43%Computed ratio

Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Ubs Financial Services	INVESTMENT ADVISOR	$21,209	not reported in the loaded dataset	2023
Definiti LLC	CONTRACT ADMIN	$8,823	not reported in the loaded dataset	2023
Capital Research And Management Co	RECORDKEEPER	$2,773	$0	2023
Randall & Hurley (Na Na)	CONTRACT ADMIN	$0	not reported in the loaded dataset	2023